Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,917 | $158,852-91.2% | $121,220-88.5% | $135,380-89.7% |
| Participation rate | 42.1% | 79.3%-37.2pp | 71.8%-29.7pp | 82.6%-40.5pp |
| Annual return | 52.83% | -0.64%+53.5pp | 16.94%+35.9pp | 519.81%-467.0pp |
| Employer contribution / active EE | $919 | $5,666-83.8% | $4,023-77.2% | $4,779-80.8% |
| Participant deferral / active EE | $1,974 | $4,006-50.7% | $3,345-41.0% | $5,609-64.8% |
| Admin fee / account holder | $60 | $6,515-99.1% | $5,021-98.8% | $10,828-99.4% |